Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implementing. 

If you want to learn what the default Council Dashboard statuses are, click here. 

Creating Custom Statuses 

1. Navigate to your "Settings" tab using the button on the left-side navigation bar. 

2. In your Settings, find the "Status" tab and click it. Note it is the last one and you way have to scroll over to see it. 

3. There you will see your existing statuses and in the upper left corner you will see a red button that says "+ New Status." Click that button. 

4. There you will be prompted to add the following information:

• Abbreviation

• Title of the Status 

• Description 

5. Click "Create." You should be taken back to your Status list and see your new status. You can always change the order by dragging and dropping or make it the default by togging that one. 

Default Status - if you make a status the "default" it means that whenever you create a new lead they will be given that status by default; this includes when you import leads or someone submits a form.

Summary

Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implementing. To create a default status go to Settings > Status and there you will be able to click the +New Status button in the upper left corner .